Tectonic Advisors 13F: New $847K Stake in Ichor (ICHR)

Tectonic Advisors purchased a brand-new stake in Ichor Holdings, Ltd. (ICHR), buying 13,687 shares worth approximately $846,681. The position was revealed in a Form 13F filing with the Securities and Exchange Commission on October 22, 2026.

ICHR Ichor Holdings, Ltd.

$37.86 ▲ +85.50% year to date

1M 3M YTD

Daily close · Oct 22, 2026

What Changed in Tectonic Advisors's Ichor Holdings Position

The filing shows Tectonic Advisors initiated a brand-new holding in the semiconductor equipment maker during the period. The firm reported owning 13,687 shares at the end of the reporting window, with a total reported value of $846,681. Because this is a newly opened position, there was no prior share count.

Other Institutional Activity in Ichor Holdings

Other large funds made substantial adjustments to their holdings in the company. Capital International Investors grew its holdings by 1,021,798 shares, ending with 2,043,596 shares worth about $77,370,545. Barrow, Hanley Mewhinney & Strauss, LLC reduced its stake by 554,954 shares, finishing with 1,185,806 shares valued at about $44,894,615. Nuveen, LLC trimmed its position by 160,034 shares to hold 798,252 shares worth approximately $30,221,821.

Ichor Holdings, Ltd. Stock Down 10.9%

Ichor Holdings shares recently traded around $38.62 as of October 23, 2026, sitting up about 2.0% from the $37.86 close recorded on the October 22 filing date. The stock trades well below its 52-week high of $113.58 and above its 52-week low of $14.06. Market observers track these levels closely as the company navigates shifts in semiconductor capital equipment demand.

Recent Earnings

For its trailing twelve-month period, the company generated $1,013,753,984 in revenue and posted an earnings per share of -$1.17. The firm reported a year-over-year revenue growth rate of 22.7%, while net profit margins stood at -4.0%. Investors look forward to the next earnings release scheduled for November 2, 2026.

Insider Buying and Selling at Ichor Holdings, Ltd.

Company insiders executed several transactions prior to the filing. Chief Financial Officer Gregory Swyt sold 2,068 shares on September 8, 2026, at an average price of $58.02 for a total value of $119,985. Director Iain Mackenzie disposed of 20,000 shares on September 15, 2026, valued at $1,013,182. Later, on October 2, 2026, CFO Gregory Swyt sold another 689 shares at an average price of $65.01 totaling $44,792, while Chief Operating Officer Bruce Ragsdale sold 2,149 shares at an average price of $65.47 for a total of $140,695.

Analysts Set New Price Targets

Analyst coverage includes multiple updates from major financial firms earlier in the year. On August 4, 2026, TD Cowen maintained its buy rating while adjusting its price target to $100.00 from $115.00. Oppenheimer kept a perform rating while raising its target to $80.00 from $60.00 on the same day. B. Riley Securities maintained a buy rating with its target revised to $105.00 from $125.00, and Needham kept a buy rating while moving its target to $88.00 from $72.00. Freedom Broker initiated coverage with a buy rating and an $82.00 target on October 9, 2026. Overall, eight analysts hold a strong buy consensus on the equity with a mean price target of $91.63.

About Ichor Holdings

Ichor Holdings designs, engineers, and manufactures fluid delivery subsystems and specialized components used in semiconductor capital equipment. Based in Fremont, California, the company supplies critical gas and chemical delivery systems that help manufacturers produce advanced semiconductor devices worldwide.

Bottom Line

Market participants will review Ichor Holdings' upcoming financial results on November 2, 2026, for further insight into profitability and operational progress. Institutional portfolio updates and ongoing analyst revisions will continue to guide sentiment surrounding the stock.